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Ivy Global Natural Resources C (IGNCX) Fund Ranking and Research

Ranking, Research and Recommendation of Ivy Global Natural Resources C (IGNCX) Fund

    Last Trade: $ on , Change: (0%)

 

Graph of Ivy Global Natural Resources C Fund (IGNCX) ManagerFund Manager - David P. Ginther

Fund Manager Information

Fund Manager Tenure: 5.9 years
Similar Funds: IGNAX  IGNBX  IGNEX  IGNIX  IGNRX  IGNYX 
Fund Family: Ivy Funds
Fund Category: Natural Resources
Fund Performance: May 30, 2016
Fundmojo Fund Grade: C (Score: 0.5)     (What does this score mean?)

 

Graph of Ivy Global Natural Resources C Fund (IGNCX) ProfileIvy Global Natural Resources C Fund (IGNCX) Profile

Fund Profile and Description

Ivy Global Natural Resources C Fund seeks to provide long-term growth. Ivy Global Natural Resources C Fund invests normally at least 80% of assets in equity securities of companies of any size throughout the world that own, explore or develop natural resources and other basic commodities or supply goods and services to such companies. It seeks to be diversified internationally and therefore regularly invests in foreign companies and domestic companies that have principal operations in foreign jurisdictions.

 

Ivy Global Natural Resources C (IGNCX) Fund Strength What we like about Ivy Global Natural Resources C (IGNCX) Fund

Data for Ivy Global Natural Resources C Fund (IGNCX) as of May 30, 2016

  • Ivy Global Natural Resources C Fund (IGNCX) management has been with Ivy Global Natural Resources C Fund for 5.9 years
  • Ivy Global Natural Resources C Fund (IGNCX) ratio of up-years vs down years is greater than 2

Ivy Global Natural Resources C Fund (IGNCX) Weakness What we are cautious about Ivy Global Natural Resources C (IGNCX) Fund

Data for Ivy Global Natural Resources C Fund (IGNCX) as of May 30, 2016

  • Ivy Global Natural Resources C Fund (IGNCX) has a less-than-ideal short-term performance (1-year return -19.87% vs -16.02% Natural Resources category median performance)
  • Ivy Global Natural Resources C Fund (IGNCX) has a less-than-ideal mid-term performance (3-year return -8.84% vs -7.51% Natural Resources category median performance)
  • Ivy Global Natural Resources C Fund (IGNCX) has a less-than-ideal Long-term performance (5-year return -11.10% vs -7.88% Natural Resources category median performance)
  • Ivy Global Natural Resources C Fund (IGNCX) has a Morningstar rating of 3 and below
  • Ivy Global Natural Resources C Fund (IGNCX) is less safe compared to its Natural Resources peers
  • Ivy Global Natural Resources C Fund (IGNCX) does not have a good risk adjusted return as its 3-year Alpha of -14.14 is worse than category average of -9.92, and its 3-year Sharpe ratio is -0.37
  • Ivy Global Natural Resources C Fund (IGNCX) is more volatile than its peers as it has a 3-year Standard Deviation of 19.79 that is higher than category average of 19.38
  • Ivy Global Natural Resources C Fund (IGNCX) carries a 1% load
  • As a Natural Resources focused fund, Ivy Global Natural Resources C Fund (IGNCX) is less diversified and has inherited sector risks associated with the fund
See Ivy Global Natural Resources C Fund (IGNCX) performance details as of May 30, 2016

 

What do you think?

 

Compare Ivy Global Natural Resources C Fund (IGNCX)Compare with other top Natural Resources category mutual funds

Aadditional top Natural Resources mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Ivy Global Natural Resources C8.28-19.87-8.84-11.10
Dreyfus Natural Resources A (DNLAX)8.25-17.37-3.83-3.00Compare
Fidelity Select Chemicals Portfolio (FSCHX)7.92-1.888.369.76Compare
T. Rowe Price Real Assets (PRAFX)12.60-5.090.14-2.42Compare

See top fund managers for Natural Resources Category Funds

 

Compare Ivy Global Natural Resources C Fund (IGNCX)Compare with Natural Resources category ETFs

Some Natural Resources ETFs for your consideration

ETFYear to DateOne YearThree Year
First Trust Materials AlphaDEX ETF (FXZ)000
Vanguard Materials ETF (VAW)000
SPDR S&P International Matls Sect ETF (IRV)000
Materials Select Sector SPDR ETF (XLB)000
PowerShares S&P SmallCap Materials ETF (PSCM)000

 

Graph of Ivy Global Natural Resources C Fund (IGNCX) Net Asset TrackingIvy Global Natural Resources C (IGNCX) Fund Net Asset

Track net asset change of Ivy Global Natural Resources C fund (IGNCX)

DateNet Asset
05/2016$768.12M
03/2016$661.22M
02/2016$674.00M
More historic net asset information on Ivy Global Natural Resources C Fund (IGNCX)

  

Graph of Ivy Global Natural Resources C Fund (IGNCX) Portfolio TrackingIvy Global Natural Resources C (IGNCX) Fund Portfolio Allocation

Track portfolio allocation change of Ivy Global Natural Resources C fund (IGNCX)

DateCashStockBondOther
03/20160%95.08%0.55%4.37%
12/20150%90.96%0.41%8.63%
09/20151.83%88.34%0.11%9.72%
Click here to see more historic asset allocation information on Ivy Global Natural Resources C Fund (IGNCX)

 

graph of Ivy Global Natural Resources C Fund (IGNCX) Top 10 Position TrackingTop 10 Holdings in Ivy Global Natural Resources C (IGNCX) Fund

Discover what Ivy Global Natural Resources C Fund (IGNCX) manager is buying

Mar 30, 2016
Schlumberger N.V. Common Stock [7.03%]
Dow Chemical Company (The) Comm [6%]
Halliburton Company Common Stoc [5.85%]
LyondellBasell Industries NV Or [4.24%]
CME Group Inc. [3.82%]
EOG Resources, Inc. Common Stoc [3.67%]
Concho Resources Inc. Common St [3.52%]
SUNCOR ENERGY INC. [3.36%]
Rio Tinto PLC [3.16%]
Baker Hughes Incorporated Commo [3.13%]

Dec 30, 2015
Schlumberger N.V. Common Stock [6.41%]
Dow Chemical Company (The) Comm [5.86%]
Halliburton Company Common Stoc [5.39%]
LyondellBasell Industries NV Or [4.16%]
Baker Hughes Incorporated Commo [3.65%]
CME Group Inc. [3.47%]
Rio Tinto PLC [3.17%]
EOG Resources, Inc. Common Stoc [3.1%]
SUNCOR ENERGY INC. [3.01%]
Pioneer Natural Resources Compa [2.61%]

Sep 29, 2015
Schlumberger N.V. Common Stock [5.61%]
Halliburton Company Common Stoc [4.94%]
Dow Chemical Company (The) Comm [4.27%]
Baker Hughes Incorporated Commo [3.63%]
LyondellBasell Industries NV Or [3.52%]
Rio Tinto PLC [3.22%]
CME Group Inc. [3.14%]
EOG Resources, Inc. Common Stoc [2.82%]
BHP Billiton PLC [2.8%]
SUNCOR ENERGY INC. [2.76%]
Click here for Stock Holding Change Map in Ivy Global Natural Resources C Fund (IGNCX)

  

Latest News on Ivy Global Natural Resources C (IGNCX) Fund

See what is happening with Ivy Global Natural Resources C Fund (IGNCX)

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Ivy Global Natural Resources C Fund (IGNCX) Related ResourcesSee more information on Ivy Global Natural Resources C (IGNCX) Fund

Popular pages on Ivy Global Natural Resources C (IGNCX) Fund

  

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